Laura Akins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Valic Financial Advisors since 2016 and currently holds an agent position with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and an emphasis on technology and model solutions.

Connie Beerbohm is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with various SunTrust entities since 2013. Outside of her advisory role, she is involved as a Vice President and account signer in a family-owned business unrelated to investment advisory activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, supported by third-party platform and manager relationships, with an emphasis on integrating inter-affiliate services within its large enterprise structure.

Jonathan Sarquis is a financial advisor at Truist Advisory Services with 14 years of industry experience. He has been with Truist Advisory Services since 2016 and has also worked at Truist Investment Services, Inc. since 2011. Sarquis holds the Series 66 designation and is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Max Valavanis is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. His prior experience includes roles at Valic Financial Advisors and Florida State University, as well as operating his own financial services businesses. Outside of advisory work, he manages a self-directed IRA through Fyrefly, LLC. J.W. Cole Advisors is an SEC-registered firm that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Elson Christian is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services. He also serves as a Successor Trustee for his parents’ trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services, including portfolio management, financial planning, and retirement consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Richard Waters Jr. is a CFP® professional with 27 years of experience in financial advising. He is currently with OSAIC Institutions, Inc. and previously worked at Infinex Investments, Inc., Ameriprise Financial Services, and Centennial Bank. Waters contributes written financial advice for a book section focused on life planning for NFL players and provides financial counseling to military personnel and their families through Magellan Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset manager referrals.

Edilberto Cancel is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and 25 years of industry experience. He has been with TIAA since 2005, based in Tampa, FL. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Todd Woodard is a CFP® with 31 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2017. Prior to that, he worked at G. A. Repple & Company for 24 years. Outside of his advisory role, Woodard is president of Mosaic Wealth Management Group, a financial planning firm. J.W. Cole Advisors, Inc. is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and various managed account solutions with both discretionary and non-discretionary investment options.

Clayton Haak is a Series 65-licensed financial advisor at Corient with two years of industry experience. His prior roles include positions at Brighton Jones and SevenBridge Financial. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

Peter Weil is a financial advisor at Benjamin F. Edwards & Company, Inc. with 45 years of industry experience. He previously worked at LPL Financial for 10 years. Outside of his advisory work, he operates a sailboat charter business and owns a small farm in Tampa, FL, where mangos are grown for future income. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charities, and institutions. The firm offers fee-based wrap programs and a variety of investment strategies, combining custody, execution, and trading services to support both employee and independent-contractor advisors.

Chery Victoria is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. Outside of her advisory role, she is an independent business owner involved in direct sales of travel memberships and operates as an Amazon seller. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Lisa Binkley is a financial advisor at Corient with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at BMO Wealth Management, where she spent 25 years, and positions at CI Doyle Private Wealth, CIPW Service Company, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments when appropriate.

Bethany Le Clair is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has worked at AJ Wealth, Charles Schwab, and Alliance Financial Group prior to joining Cerity Partners. Before entering the financial industry, she spent six years in full-time education and also worked at Nike, Inc. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio management.

Paul Mcaneny is a financial advisor with Hornor, Townsend & Kent, LLC in Tampa, FL, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and also has experience with Penn Mutual Life Insurance Company beginning in 2018. In addition to his advisory work, he serves as the Transition Committee Chairman for the Tampa Chapter of the Military Officers Association of America, organizing seminars for transitioning military members and their spouses. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, leveraging third-party asset manager relationships and operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Richard Looney is a financial advisor at Davenport & Company LLC in Tampa, FL, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Davenport since 2002. Looney is a minority shareholder in Gibian & Gibian, a family investment partnership. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research group overseeing various strategies, including separately managed accounts and mutual funds.

Conor Swanson is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with GWN Securities since 2015. Additionally, he is licensed as an insurance agent for life insurance and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selections. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both model-based and tactical strategies, including market-timing and momentum approaches.

Reed Puzzitiello is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Guardian Life, Park Avenue Securities, and Raymond James & Associates. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Rebecca Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., and Spectrum Planning Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jennifer Jack is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and ADP prior to joining J.W. Cole Advisors. Outside of her advisory role, she owns LWR Pillars of Wealth LLC, doing business as J&J Wealth Advisors, and works as an agent providing life insurance, disability, long-term care, and fixed annuity products. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individual, high-net-worth, and institutional clients using a mix of discretionary and non-discretionary strategies.

Sara Castano is a financial advisor with Truist Advisory Services in Tampa, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, her background includes roles at the University of Florida and experience in customer service and education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools and third-party platforms to support investment decisions.